Understanding GAAP vs. Tax Basis Financial Statements for Partnerships
GAAP versus tax basis for partnership financial statements is a decision that sits upstream of everything: reporting to investors, having a successful audit or tax prep, and if your compliance calendar runs clean.
Beyond “Clean Opinions”: Why Speed and Insight Now Define…
So what separates a hedge fund audit that checks a box from one that moves your business forward? Two words: speed and insight. Here are five reasons why.
The Hedge Fund Startup Compliance Checklist You Didn’t Know…
A hedge fund startup needs owners assigned to every obligation, documented evidence that work got done, and a review cadence that catches problems in March instead of December.
Beyond the Balance Sheet: How Boutique CPAs Become Strategic…
Boutique CPAs build a master calendar that pulls audit, tax, investor reporting, and regulatory deadlines into one view. They pre-wire the data so you aren’t reconstructing datasets from scratch every quarter.
Hedge Fund Audit Requirements: 2026 Checklist for Fund Managers
Our team of ex-Big Four auditors and former regulators delivers certified hedge fund audits under GAAP standards, covering everything from financial statement verification and internal controls testing to Form PF, CFTC reporting, and NFA-registered audits.
Clean Audit, Faster Capital Raise: Accelerating Hedge Fund Launch…
You can be ready to trade and still not be ready to raise. Ask any emerging hedge fund manager who’s been there, and they’ll tell you the same story.
Love Is in the Air: Asset Managers Are Falling…
Markets are moving fast, and whether you’re tokenizing funds, loading up on gold, or closing billion-dollar deals, none of it matters if your books, compliance, and tax filings can’t keep up.
From Fear to Fund Launch: Addressing Hedge Fund Founders’…
Surround yourself with people who’ve walked other founders through this exact fund launch process. And if you want a CPA team that’s been in the trenches, Michael Coglianese, CPA, is a good place to start.
How to Prepare for NFA Audit: Documentation and Best…
An NFA exam doesn’t have to derail your quarter. Firms that treat compliance as an ongoing discipline rather than a pre-audit fire drill tend to breeze through these reviews.